Estate Planning Director directs all aspects of the estate planning function including sales, staffing, and supervision. Participates in training and estate planning workshops. Being an Estate Planning Director ensures that the agency stays abreast of regulatory guidelines and new trends in the field. Researches and advises on tax, technical, and legal questions. Additionally, Estate Planning Director introduces new life products to the field and contributes to design of related software and tools. May be a speaker at insurance conferences or meetings. Requires a bachelor's degree of business, marketing, or mathematics. Typically reports to top management. May require Chartered Life Underwriter (CLU). The Estate Planning Director manages a departmental sub-function within a broader departmental function. Creates functional strategies and specific objectives for the sub-function and develops budgets/policies/procedures to support the functional infrastructure. Deep knowledge of the managed sub-function and solid knowledge of the overall departmental function. To be an Estate Planning Director typically requires 5+ years of managerial experience. (Copyright 2024 Salary.com)
Our law group is growing and we are seeking a trust and estate planning attorney who will zealously represent our clients. You'll handle the administration of probate cases and drafting of estate planning documents, including wills, living wills, and power of attorneys as well as the preparation of estate tax returns. If you are passionate about helping people navigate some of the most difficult challenges they may face in their lives, start your application today.
1st Place - 2022 BEST WORKPLACES TO WORK by Philadelphia Business Journal
Founded in March of 2017, Petrelli Previtera, LLC was recently recognized as the 8th fastest growing company in the Philadelphia metro area by the Philadelphia Business Journal and awarded the Soaring 76 award in 2018 - 2022. In 2019 - 2022, Petrelli Previtera was named to the INC. 5000 list of the fastest-growing companies in the United States.
Our clients are everyday people who are experiencing marital crises with their spouses. We pride ourselves on being able to take these people from Chaos to Clarity so that they can begin living the future that they desire, today.
We are committed to the work we do for our clients, but we don’t take ourselves too seriously and really value professional development and team building. We are committed to client service here at Petrelli Previtera, LLC. So much so, that we only hire employees that are completely committed to our core values.
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